Other · DOL Form 5500 · 2024
Education Northwest Retirement Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 76
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $927,053
- Avg per participant High balance/head
Official DOL plan name: Education Northwest Defined Contribution Plan · Sponsored by Education Northwest · Oregon · Educational Services
$70M in assets, 76 participants
Education Northwest's Education Northwest Defined Contribution Plan reported $70M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,836 in Educational Services (3,638 peers)
Where Education Northwest Defined Contribution Plan sits by assets
Education Northwest Defined Contribution Plan sits in the top quartile of all filed plans by assets, $70M for 76 participants (~$927,053/participant), up 6.0% in 2024.
- #2,836
- in Educational Services (3,638 peers)
- +6.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Education Northwest Defined Contribution Plan's outsized position by total assets
Education Northwest Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$70,456,005 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Education Northwest Defined Contribution Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Education Northwest Defined Contribution Plan is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Education Northwest Defined Contribution Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Education Northwest Defined Contribution Plan reported participants fell from 89 in the plan year 2023 filing to 76 in the plan year 2024 filing.
- Education Northwest Defined Contribution Plan end-of-year assets rose from $66M in the plan year 2023 filing to $70M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 930553346 · Education Northwest PY 2024 · Other
Education Northwest Defined Contribution Plan · $70M · 76 · 88th
- IND $70M
- EOY 76
- 5500 88th
- ASSETS Other
- PCT near Hanover College 403(b) Retirement Plan
- EIN ind #2836
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Oregon →
Education Northwest Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $4M |
| Employer EIN | 930553346 |
| Plan Effective Date | 1976-01-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Education Northwest)
Sponsor-wide plan assets over time
All Education Northwest plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 15.257388792152184% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $61M |
| 2023 | 1 | 89 | $66M |
| 2024 | 1 | 76 | $70M |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $2.0B · 14,590
- Asante 403b Plan $759M · 5,850
- St. Charles Health System, Inc. Retirement Plan $744M · 4,769
- Samaritan Health Services Tax Sheltered Annuity Pl $703M · 6,429
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $337M · 807
Education Northwest Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Hanover College 403(b) Retirement Plan in IN ($70M); by covered participants it is Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan in PR (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.